Schwab U S Small Cap ETF shares owned by Milestone Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Milestone Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $179k | 6.4k | 27.90 |
| 2025-06-30 | $162k | 6.4k | 25.30 |
| 2025-03-31 | $183k | 7.8k | 23.43 |
| 2024-12-31 | $219k | 8.5k | 25.86 |
| 2024-09-30 | $166k | 3.2k | 51.50 |
| 2024-06-30 | $158k | 3.3k | 47.61 |
| 2024-03-31 | $164k | 3.3k | 49.24 |
| 2023-12-31 | $161k | 3.4k | 47.24 |
| 2023-09-30 | $142k | 3.4k | 41.42 |
| 2023-06-30 | $153k | 3.5k | 43.80 |
| 2023-03-31 | $152k | 3.6k | 41.93 |
| 2022-12-31 | $149k | 3.7k | 40.51 |
| 2022-09-30 | $225k | 5.9k | 37.83 |
| 2022-06-30 | $232k | 5.9k | 39.00 |
| 2022-03-31 | $419k | 8.9k | 47.31 |
| 2021-12-31 | $450k | 4.4k | 102.34 |
| 2021-09-30 | $666k | 9.6k | 69.71 |
| 2021-06-30 | $466k | 4.5k | 104.18 |
| 2021-03-31 | $453k | 4.5k | 99.76 |
| 2020-12-31 | $440k | 4.9k | 89.01 |
| 2020-09-30 | $398k | 5.8k | 68.28 |
| 2020-06-30 | $436k | 6.7k | 65.28 |
| 2020-03-31 | $416k | 8.1k | 51.50 |
| 2019-12-31 | $707k | 9.3k | 75.68 |
| 2019-09-30 | $666k | 9.6k | 69.71 |
| 2019-06-30 | $922k | 13k | 71.46 |
| 2019-03-31 | $1.1M | 16k | 69.90 |
| 2018-12-31 | $1.0M | 17k | 60.65 |
| 2018-09-30 | $1.0M | 14k | 76.17 |
| 2018-06-30 | $1.1M | 15k | 73.56 |
| 2018-03-31 | $1.0M | 15k | 69.16 |
| 2017-12-31 | $1.0M | 15k | 69.77 |
| 2017-09-30 | $908k | 14k | 67.37 |
| 2017-06-30 | $888k | 14k | 63.93 |
| 2017-03-31 | $859k | 14k | 62.96 |
| 2016-12-31 | $922k | 15k | 61.45 |
| 2016-09-30 | $868k | 15k | 57.53 |
| 2016-06-30 | $806k | 15k | 54.03 |
| 2016-03-31 | $468k | 9.0k | 52.09 |
| 2015-12-31 | $440k | 8.4k | 52.10 |
| 2015-09-30 | $404k | 7.9k | 50.83 |
| 2015-06-30 | $432k | 7.5k | 57.51 |
| 2015-03-31 | $404k | 7.0k | 57.61 |
| 2014-12-31 | $373k | 6.8k | 55.08 |
| 2014-09-30 | $326k | 6.3k | 51.48 |
| 2014-06-30 | $351k | 6.4k | 54.86 |
| 2014-03-31 | $339k | 6.3k | 53.55 |
| 2013-12-31 | $324k | 6.2k | 52.58 |
| 2013-09-30 | $278k | 5.8k | 48.14 |
| 2013-06-30 | $237k | 5.4k | 43.95 |